VITA Site Coordinator

OVERVIEW

Exciting opportunity for retirees, stay-at-home parents, college students or anyone looking for a part-time, flexible job! 

The VITA (Volunteer Income Tax Assistance) Site Coordinator is responsible for maintaining an orderly, efficient, and welcoming site; ensuring Quality Requirements are executed; coordinating volunteer schedules; and providing excellent customer service to clients and volunteers. The Volunteer Income Tax Assistance program provides low-to-moderate income households with free assistance to file their income tax return.

This is a temporary contract position established for the 2025 tax season, to begin at time of hire and end April 30, with the possibility of some hours through May to accommodate off-season needs.  The position has a flexible working schedule, averaging 20 hours per week.

KEY RESPONSIBILITIES

Site Management:

• Organize waiting areas and workstations for tax preparers with necessary resources and supplies.
• Ensure all required paperwork and forms are stocked for each tax appointment.
• Review intake paperwork and discuss with clients.
• Assist clients through the tax filing process.
• Maintain orderly clients’ files and ensure security of confidential paper and electronic files.
• Communicate supply needs to the Program Manager for ordering.
• Ensure the site closely adheres to the Quality Site Requirements. 
• Ensure the site adheres to Title VI by not denying service to anyone based on race, color, sex, age, national origin, or disability. 

Personnel Management:

• Communicate with volunteer preparers to ensure appropriate coverage is maintained for each day the site is open.
• Communicate with volunteers regarding coverage and attendance.
•  Track volunteer attendance and hours of service.  Prepare monthly volunteer time report for the site to be submitted to the VITA Program Manager.
• Support volunteer appreciation activities.
• (In some cases) supervise administrative staff responsible for greeting clients.

Communication:

• Serve as a main point of contact for clients. Field in-person questions, respond to phone calls and contact clients when necessary to address problems with returns. 
• Serve as a communication liaison regarding the operation of the tax site for colleagues and volunteers.
• Distribute updates and changes from the IRS to volunteers and clients.

QUALIFICATIONS

• A willingness to learn and use electronic tax return software.  
• Ability to assist clients and volunteers in a courteous and helpful manner. 
• Strong organizational skills with the ability to prioritize multiple responsibilities and meet deadlines. 
• Committed to providing excellent customer service, with demonstrated ability to follow instructions and carefully review work for accuracy.
• Ability to work with people of diverse backgrounds.
• Punctual and reliable.
• Enjoys working as a part of a team and with volunteers.
• Basic computer skills.
• Basic tax knowledge (Form 1040, Form 1040A, and Form 1040EZ) and VITA certification at the Advanced level is required before February 1, 2025. Training is provided.
• VITA certification as a Site Coordinator is required before February 1, 2025. Training is provided.

Additional Qualifications (not required)

• Previous experience at a volunteer income tax assistance site.
• Bi-lingual.

How To Apply

Submit your cover letter and resume to Kristie Costa, VITA Program Manager, at kcosta@unitedwayplains.org